1. We first look at the company’s financial history (generally five years) and apply an income approach (using the company’s normalized cash flow).
  2. From there, we research comparable company transactions to apply a market approach.
  3. We request 5 years of tax returns or financial statements from you to go through our analysis.
  4. Once we have reviewed the requested information, we schedule a 45-minute client interview to ask more detailed questions about the financial statements and the company’s operations. We can issue a draft report about 1-2 weeks after the client interview.
  5. We request another 30-to-45-minute call to discuss the draft and our findings with you.
  6. If there are multiple owners or shareholders, then they generally need to be part of the process.